Wiki source code of ACA Preparer Functions

Version 3.4 by steveny on 2023/05/04 13:50
Show last authors
1 **Add Single Row**
2
3 * **Employee**
4 ** Choose the “Edit” Menu, Select “Rows” and choose to “Add Employee”
5 ** “Add Employee” button on right side and on the Employee Entry tab
6 ** Right Click a row number and choose “Add”
7
8 **~ **
9
10 * (((
11 **Covered Individuals*** Choose the “Edit” Menu, Select “Rows” and choose to “Add Covered Individual”
12 * “Add Covered Individual” button on right side and on the Covered Individuals tab
13 * Right Click a row number and choose “Add”
14 \\[[image:attach:Add_Single_Rows.png]](((
15
16 **Remove Single Row**
17 )))
18 * (((
19 **Employee**
20
21 * Choose the “Edit” Menu, Select “Rows” and choose to “Remove Employee”
22 * “Remove Employee” button on right side and on the Employee Entry tab
23 * Right Click a row number and choose “Remove”
24 **~ **
25 )))
26 * (((
27 **Covered Individuals**
28
29 * Choose the “Edit” Menu, Select “Rows” and choose to “Remove Covered Individual”
30 * “Add Covered Individual” button on right side and on the Covered Individuals tab
31 * Right Click a row number and choose “Remove”
32 \\[[image:attach:22.png]]
33
34
35 **Add Multiple Rows**
36
37 * **Employee**
38 ** Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Employees”
39 ** Right Click a row number and choose “Add Multiple”
40 \\[[image:attach:3.png]]
41
42
43
44 *
45 ** **Covered Individuals**
46 *** Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Covered Individuals”
47 *** Right Click a row number and choose “Add Multiple”
48 \\[[image:attach:4.png]]
49
50
51 **Remove Multiple Rows**
52
53 *
54 **
55 *** **Employee**
56 **** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Employees”
57 **** Right Click a row number and choose “Remove Multiple”
58 \\[[image:attach:5.png]]
59 \\
60 **** **Covered Individuals**
61 ***** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Covered Individuals”
62 ***** Right Click a row number and choose “Remove Multiple”
63 \\[[image:attach:6.png]]
64
65
66 **Adjusting Employee Information**
67
68 *
69 **
70 ***
71 ****
72 ***** To edit the Employee Information either click inside any field cell on the top of the ACA Preparer or edit the information on the Employee Entry tab below.
73 \\[[image:attach:7.png]]
74
75
76 **Adjusting Covered Individuals Information**
77
78 *
79 **
80 ***
81 ****
82 *****
83
84 To edit the Covered Individual Information click inside the field on the Covered Individuals tab to enter and edit any information needed.
85
86
87 *
88 **
89 ***
90 ****
91 ***** [[image:attach:8.png]]
92
93
94 **Updating Company Information**
95
96 *
97 **
98 ***
99 ****
100 *****
101
102 To change company information choose the “Edit” menu and then “Update Company Information”.
103 \\[[image:attach:9.png]]
104 \\
105
106 **Indicating a Member of an Designated Government Entity (DGE)**
107 //C Process Only//
108
109 *
110 **
111 ***
112 ****
113 ***** When first starting the ACA Process the option to indicate that you are a DGE was located in the Company Setup.
114 ****** To access the company setup again; choose the “Edit” menu and then “Update Company Information”.
115 \\[[image:attach:10.png]]
116
117
118 **Adjusting ALE Monthly Member Information**
119
120 *
121 **
122 ***
123 ****
124 *****
125 ****** To adjust the Monthly information for ALE Member Information:
126 ******* Simply click the checkboxes to check and uncheck for “Minimum Essential Coverage Offer” and “Aggregated ALE Group Member”.
127 ******* Select the drop down menu for the appropriate “Section 4980H Transition Relief” code.
128 ******* Select the field for “Full-Time Employee Count” or “Total Employee Count” and type in the information.
129 ******
130
131 **//Note~://**// ALE Monthly Member Information is only available when the “YES” check box is checked for the question “Is this the Authoritative Transmittal for this EIN/ALE Member?”//
132 \\[[image:attach:11.png]]
133
134
135 **Adding, Removing, and Editing Other ALE Members**
136
137 *
138 **
139 ***
140 ****
141 *****
142 ****** To access your list of Other ALE Member select the “Other ALE Members” box.
143 ******* Once selected an additional box will appear with the list of Other Aggregate ALE Group Members.
144 ******** Select “Add Company” to add an additional Other ALE Member
145 ******** Select a company and choose “Edit Company” to adjust information on an existing Other ALE Member
146 ******** Select a company and choose “Remove Company” to remove the company from your Other ALE Members
147 \\[[image:attach:12.png]]
148
149
150 **//Note~://**// “Other ALE Members” box is only available when the “YES” check box is checked for the question “Is this employer a member of an Aggregated ALE Group?”//
151
152 **Help Button**
153
154 *
155 **
156 ***
157 ****
158 *****
159 ******
160 *******
161 ******** Click the help button in the upper right corner of the ACA Preparer to learn more information on Aatrix eFile.
162 ********
163
164 **For Additional Functions:**
165
166 *
167 **
168 ***
169 ****
170 *****
171 ******
172 *******
173 ******** [[Incorrect Data Populating into Preparer>>url:https://www.aatrix.com/index.php/support/knowledgebase/windows/us/standard/introduction/incorrect]]
174 ******** [[Merging>>url:https://www.aatrix.com/support/knowledgebase/windows/us/standard/introduction/merge/]]
175 ******** [[Importing a CSV File>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/importing-csv-file/]]
176 ******** [[Saving and History>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/history-saving-and-corrections/saving-and-history]]
177 ******** [[Correction Process>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/history-saving-and-corrections/correction-process]]
178 ******** [[e1095 Password Lookup>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/electronic-only/password-lookup]]
179 ******** [[Help Text>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/help-text/]]
180 ******** [[Error Checking>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/error-checking]]
181 ******** [[Foreign Employees>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/foreign-employees]]
182 ******** [[Electronic Only Employees>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/electronic-only/electronic-only-employees/]]
183 ******** [[Social Security Number Information>>url:https://www.aatrix.com/support/knowledgebase/windows/us/standard/introduction/social-security-number-information/]]
184 )))
185 )))